Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,590 | $73,787-87.0% | $98,716-90.3% | $82,448-88.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 19.09% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,463 | $1,511-3.2% | $2,279-35.8% | $2,551-42.6% |
| Participant deferral / active EE | $2,309 | $3,081-25.1% | $4,048-43.0% | $4,139-44.2% |
| Admin fee / account holder | $756 | $6,500-88.4% | $8,703-91.3% | $7,234-89.6% |